Wedgewood Partner’s Private Client Team Joins Litman Gregory Wealth Management

August 4, 2023

We are pleased to announce that the St. Louis-based private client advisory business of Wedgewood Partners Inc. (WPI) has joined Litman Gregory Wealth Management (LGWM). The WPI team has many longstanding client relationships with individuals and families and manages approximately $275 million in private client assets. Most importantly, they share Litman Gregory’s belief that serving clients’ needs first will ensure the longevity of the business and provide services for generations to come.

We are proud to welcome WPI’s Tony Guerrerio, who founded WPI and is the lead relationship manager for private clients, as well as two additional experienced team members Sheila Kilper and Jason Siedle. All three share our values, including a deep commitment to caring for our clients. The addition of this team and their clients serves the broader LGWM business as we grow and enhance our industry-leading wealth management capabilities. The addition of the St. Louis office location also furthers our geographic reach, helping serve what is already a national client base.

Please join us in welcoming Tony, Sheila, Jason and their clients to the LGWM family.

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